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Masuda Lehrman Wealth

Listing ID: 959852 2024-10-23

Categories Finance And Banking

Business description

Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and nationwide. The firm specializes in helping clients manage wealth responsibly, particularly those approaching or in retirement and inheriting or passing on wealth. Services include personalized financial planning, investment management, retirement strategies, estate planning, and tax guidance. Founder Daniel Masuda Lehrman, CFP®, CSLP®, brings over a decade of experience from leading financial institutions and is committed to providing unbiased, expert advice to help clients achieve their financial goals and create lasting legacies for future generations.

Business hours

  • Monday 09:00 – 17:00
  • Tuesday 09:00 – 17:00
  • Wednesday 09:00 – 17:00
  • Thursday 09:00 – 17:00
  • Friday 09:00 – 17:00
  • Saturday Closed
  • Sunday 09:00 – 17:00

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Frequently asked questions

Where is Masuda Lehrman Wealth located?

Masuda Lehrman Wealth is located at 987, Queen St, Honolulu, HI - 96814.

How can customers contact Masuda Lehrman Wealth?

Customers can contact Masuda Lehrman Wealth by phone at 8082173982.

Does Masuda Lehrman Wealth have an official website?

Yes, the official website of Masuda Lehrman Wealth is https://www.masudalehrman.com/.

Does Masuda Lehrman Wealth provide email support?

Yes, customers can contact Masuda Lehrman Wealth via email at [email protected].

Is Masuda Lehrman Wealth active on social media?

Yes, Masuda Lehrman Wealth is active on Facebook, Instagram, LinkedIn.

What are the business hours of Masuda Lehrman Wealth?

Monday 09:00 - 17:00, Tuesday 09:00 - 17:00, Wednesday 09:00 - 17:00, Thursday 09:00 - 17:00, Friday 09:00 - 17:00, Saturday Closed, Sunday 09:00 - 17:00.

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